Asia Economics Weekly Asia Weekly: Korean consumer boost, political trouble in Thailand While retail sales in Korea remain just over 2% below pre-pandemic levels, there are growing signs the worst is behind us. Consumer sentiment has rebounded sharply following the recent presidential... 27th June 2025 · 6 mins read
Asia Economics Weekly Asia Weekly: More policy support coming in Korea More policy support in Korea looks to be on its way soon. The minutes from the Bank of Korea’s May meeting, point to more rate cuts over the coming months. Meanwhile, the new government has announced... 20th June 2025 · 6 mins read
Global Economics Update Policy turmoil starting to damage investment intentions Trade policy uncertainty has damaged investment intentions in the US, Canada, Mexico and South East Asia. But intentions elsewhere have held up better and investment growth itself has yet to falter... 4th June 2025 · 4 mins read
Asia Rapid Response Thailand Q1 GDP (May 2025) Economic growth in Thailand accelerated in Q1 but we think growth over the rest of the year will be rather weak as the boost from stronger public consumption is likely to be offset by weakness in... 19th May 2025 · 2 mins read
Asia Economics Weekly Asia’s uneasy trade countdown With just over 50 days left until the 90-day pause on Liberation Day tariffs expire, most countries in Asia appear to be making only slow progress on agreeing trade deals with the US. While many... 16th May 2025 · 7 mins read
Asia Economics Focus Will Asia benefit from China's plunging US exports? Parts of South East Asia, notably Vietnam, as well as India are well placed to immediately gain market share in response to penal US tariffs on Chinese imports. But uncertainty over the future tariff... 29th April 2025 · 14 mins read
Asia Economics Weekly Asia Weekly: Korea construction slump, BI on hold Korea’s economy remains in the doldrums, with figures published earlier this week showing the economy contracted by 0.2% in the first quarter. Investment was particularly weak, dragged down by a sharp... 25th April 2025 · 8 mins read
Asia Economics Update First thoughts on the impact of US tariffs on Asia Asian economies will be hit harder than most by US reciprocal tariffs. We were already expecting more rate cuts than the consensus in most countries in the region, but there’s now a risk that central... 3rd April 2025 · 3 mins read
Asia Economics Update Asia March PMIs, Korea Trade The March PMIs for Asia were generally subdued, supporting our view that GDP growth in the region is set to remain below trend in the near term. And with inflation back to target in most economies, we... 1st April 2025 · 2 mins read
Asia Economic Outlook Asia Outlook: Rate cuts and trade uncertainty We expect economic growth across the region to remain subdued, with most economies set to record below-trend and below-consensus growth this year. While lower interest rates will provide some support... 25th March 2025 · 28 mins read
Asia Rapid Response Thailand Monetary Policy Announcement (February) 26th February 2025 · 2 mins read
Asia Economics Update Thailand: the new sick man of Asia Thailand’s recovery from the COVID-19 pandemic has not only been much weaker than that experienced in other parts of Asia, but also compared with past crises. The weakness of the economy is the key... 27th January 2025 · 4 mins read
Asia Rapid Response Thailand Monetary Policy Announcement (December) Thailand’s central bank (BoT) today left interest rates unchanged (at 2.25%), but kept the door open to rate cuts next year. With inflation set to stay very low and growth likely to struggle, we are... 18th December 2024 · 2 mins read
